SCHMIDT P J INVESTMENT MANAGEMENT INC - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.

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Quarter-by-quarter ownership
SCHMIDT P J INVESTMENT MANAGEMENT INC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,447,955
-1.9%
11,262
+3.6%
0.31%
+5.4%
Q2 2023$1,476,608
+7.0%
10,867
+4.3%
0.29%
+2.1%
Q1 2023$1,379,608
-2.9%
10,420
-0.3%
0.29%
-10.6%
Q4 2022$1,420,176
+9.4%
10,454
+1.9%
0.32%
+3.2%
Q3 2022$1,298,000
+1.7%
10,255
+4.0%
0.31%
+12.2%
Q2 2022$1,276,000
+41.8%
9,861
+42.7%
0.28%
+39.0%
Q1 2022$900,000
+195.1%
6,908
+197.1%
0.20%
+227.9%
Q4 2021$305,000
+3.4%
2,325
+4.5%
0.06%
+5.2%
Q3 2021$295,000
+0.7%
2,2250.0%0.06%
-1.7%
Q2 2021$293,000
+8.1%
2,2250.0%0.06%
+3.5%
Q1 2021$271,000
+5.9%
2,2250.0%0.06%
-1.7%
Q4 2020$256,000
+8.5%
2,2250.0%0.06%
+1.8%
Q3 2020$236,000
+5.8%
2,2250.0%0.06%
-14.9%
Q2 2020$223,000
+0.5%
2,225
+1.9%
0.07%
+13.6%
Q4 2019$222,000
+9.9%
2,1830.0%0.06%
+1.7%
Q2 2019$202,000
+1.0%
2,1830.0%0.06%0.0%
Q1 2019$200,000
-3.8%
2,1830.0%0.06%
-1.7%
Q3 2018$208,000–2,183–0.06%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 151,893$19,554,70115.13%
Yelin Lapidot Holdings Management Ltd. 180,426$22,048,38613.11%
WestEnd Advisors, LLC 3,340,501$430,055,99812.93%
Biltmore Wealth Management, LLC 158,153$20,360,5709.83%
Granite Bay Wealth Management, LLC 7,242,699$961,9059.44%
Conservest Capital Advisors, Inc. 556,312$71,619,6548.64%
J.Safra Asset Management Corp 455,172$58,598,8438.54%
Advocacy Wealth Management Services, LLC 559,897$72,081,1508.02%
MBB PUBLIC MARKETS I LLC 1,008,446$129,827,3387.86%
CTC Alternative Strategies, Ltd. 31,900$4,106,8067.75%
View complete list of SELECT SECTOR SPDR TR shareholders